Donation/Pledge List Notes

Q. What information is shown under the "Note" column when viewing the donation history on an account or the donation & pledge list under the Fundraising tab > Donation/Pledge List?

A. Text marked as (System) include information like the Fair Market Value amount for In-Kind donations, if the donation is a pledge or pledge payment, the names of the Honor/Memory person and Acknowledgee, and system user donation notes. Text flagged as (Donor) are donor notes.

Q. How can I add a note to the donation so that it will display here?

A. The "Note" column you are seeing is editable from the back end by adding a "sticky note" to the donation record. You just need to click the Note icon in the upper right, as shown in this a guide.